Investor Presentation

SEIL/Sec./SE/2026-27/33 August 17, 2026 The Manager The Secretary Listing Department BSE Limited National Stock Exchange of India Ltd Phiroze Jeejeebhoy Towers, Exchange Plaza, Bandra Kurla Complex Dalal Street Bandra (East), MUMBAI 400 051 MUMBAI 400 001 Fax # 022-2659 8237/8238/8347/8348 Fax # 022-2272 3121/2037/2039 Symbol: SCHNEIDER Scrip Code No. 534139 Sub: Investor Presentation on Unaudited Financial Results for 1st quarter ended June 30, 2026 Dear Sir(s)/ Madam, In continuation of our letter no. SEIL/Sec./SE/2026-27/29 dated August 12, 2026, regarding schedule of investor conference call, please find enclosed herewith the investor call presentation on the Company’s Unaudited Financial Results for the 1st quarter ended June 30, 2026, approved by the Board of Directors at their meeting held on August 14, 2026. This presentation will be made available on the Company’s website i.e. https://infra- in.se.com/en/investor/annual-reports-financials/. We request you to kindly take the above on record. Thanking you. Yours Sincerely, For Schneider Electric Infrastructure Limited (Sumit Goel) Company Secretary & Compliance Officer Schneider Electric Infrastructure Limited Corporate Office: 15th Floor, DT-4, DLF Downtown, Phase 3, Sector 25A, Gurugram, Haryana – 122002 Tel. +91 9228078000 Registered Office: Milestone 87, Vadodara-Halol Highway, Village Kotambi, Post Office Jarod, Vadodara-391510 Gujarat, India | Tel. +91 0266866200 CIN: L31900GJ2011PLC064420 schneider-infra.in Schneider Electric Infrastructure Limited Q1 FY 26-27 17th August,2026 Add awards if any Schneider Electric Infrastructure Limited Q1 FY 26-27 | Page 2 SEIL will lead the new digitized energy world, offering our Customers and Partners, innovative connected Our Vision products & solutions, ready for the then Power distribution’s elevated expectations Our balanced business models, superior quality & efficient supply chain will keep our growth and profitability resilient and sustainable ADVANCING ENERGY TECH WE ARE YOUR ENERGY TECHNOLOGY PARTNER Our Mission We electrify, automate and digitalize every industry, business and home, driving efficiency and sustainability for all​ All Values are in INR INDIA 2030: FOUR STRUCTURAL GROWTH ENGINES, Driving the next infrastructure cycle Macro Outlook Headwinds *Cu1 ▲ *Rupee ▼ *Al2 ▲ *Steel ▲ *GDP FORECAST 2030 *GDP PER CAPITA PER CAPITA ELECTRICITY *Labor ▲ To grow at6.5%–7.0% per annum 1.5X BY 2030 | ~3.8 Lakhs -4 Lakhs ~1.5MWh → 2MWh (2030) Forex fluctuations Commodity & Labour Cost Inflation Despite near-term volatility, India's long-term investment thesis remains intact — driven by four structural growth engines….. ELECTRIFICATION AI & DIGITALIZATION URBANIZATION MAKE IN INDIA ▪ Non fossil Fuel : 300GW → 500 GW ▪ Data centres Capacity|1.6GW → ~8GW ▪EV Penetration: ~8% →30% ▪Manufacturing Sector’s contribution to GDP(by 2035): 25% -30% ▪ BESS3: ~8.6GWh →208 GWh ▪ E commerce users: 450 Mn by 2030 ▪Vande Bharat Trainsets: 164 →800 Trainsets ▪ Goods Exports: $1 Tn by 2030 ▪ Digital economy: ~20% of India's GDP by 2030. Policy-Led Transformation Turning Ambition into Execution RDSS4 | Green Energy Corridors | DPDP8 Act | National Data Center Railway capex | High-Speed Rail PLI schemes | ECMS10 | ISM11 NEP5 2026, VGF6 for BESS | ISTS7 Policy (draft) | Tax holidays | India Corridors | FAME9 1&2 | PM E-Drive 2.0 | Rare Earth corridors Waivers AI Mission FOUR GROWTH ENGINES → DRIVING DEMAND FOR POWER INFRA More Power • Smarter Grids • Greater Reliability 3 Strategic Pillars for Growth 1 2 3 Schneider Electric Infrastructure Limited 1.Copper 2.Aluminium 3.Battery Energy Storage Solutions 4.Revamped Distribution Sector Scheme 5.National Electricity Plan 6.Viability Gap Funding 7.Interstate transmission System Q1 FY 26-27 | Page 4 charges 8.Digital Personal Data Protection 9.Faster Adoption and Manufacturing of Hybrid and Electric Vehicles 10.Electronics Components Manufacturing Scheme 11.India Semiconductor Mission 2.0 Our Wins Capitalizing On High Growth Segments Semiconductors Data Centers MV Switchgear panels, Transformers, Transformers with Digital Solutions Automation panels ▪ Largest Front End Fab Order for Semicon ▪ Significant wins from leading data center segment driven by our customised customers through technology led solutions differentiation Schneider Electric Infrastructure Limited Q1 FY 26-27 | Page 6 Key Wins Building Strategic Foothold Airports Renewables Cement Transformers Connected AIS Panels RMUs ▪ Penetration of our transformers in solar ▪ Positioning of our connected products ▪ Advancing sustainable innovation segment for a Cement manufacturer across diverse industry segments Schneider Electric Infrastructure Limited Q1 FY 26-27 | Page 7 Building Momentum Through Our Digital Wins Energy & Chemicals Utilities Smart Grid and Transformer monitoring Integrated Energy Management System solutions ▪ Strategic bundling of our digital solutions to ▪ Powering utilities with Advanced digital enhance reliability and asset performance grid and monitoring solutions Schneider Electric Infrastructure Limited Q1 FY 26-27 | Page 8 Our ESG Commitments… Advancing our ESG Commitments CO Emissions Workplace Safety Gender Diversity 100% 0 18.7% Electricity sourced from Renewables for Plant Recordable accidents Of workforce comprising of women Including On-site solar & RECs Community Center Skill Development Recognitions Electrification 1908* 220000+ Beneficiaries from electrification Youth trained on electrical skills of community centres “STRONG" RATING through skill centres Score-63/100 2 0 2 5 Schneider Electric Infrastructure Limited *For Skill and Electrification, the data is a cumulative figure for past 2 financial years Q4 FY 26-27 | Page 10 Financial Performance Highest-ever Quarterly Order Intake in Q1’FY27; Order book continues to be Strong Schneider Electric Infrastructure Limited Q1 FY 27| Page 12 P&L Statement – Q1’FY27 Schneider Electric Infrastructure Limited Q1 FY 27| Page 13 Advancing Energy Tech ©2026 Schneider Electric. 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